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WealthShield Partners’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

WealthShield Partners’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9K Sell
263
-366
-58% -$16.3K ﹤0.01% 323
2026
Q1 		$26.7K Buy
629
+366
+139% +$15.8K ﹤0.01% 484
2025
Q4 		$11.4K Hold
263
– – ﹤0.01% 508
2025
Q3 		$11.1K Hold
263
– – ﹤0.01% 503
2025
Q2 		$10.6K Sell
263
-3,275
-93% -$127K ﹤0.01% 493
2025
Q1 		$135K Buy
3,538
+3,275
+1,245% +$128K 0.02% 347
2024
Q4 		$10.2K Hold
263
– – ﹤0.01% 445
2024
Q3 		$10K Hold
263
– – ﹤0.01% 447
2024
Q2 		$9.76K Hold
263
– – ﹤0.01% 424
2024
Q1 		$9.49K Buy
+263
New +$9.27K ﹤0.01% 426

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthShield Partners's UJAN Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 58% in Q2 2026, selling an estimated $16.3K and leaving 263 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

WealthShield Partners first reported a position in UJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $135K in Q1 2025. 124 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • WealthShield Partners held 263 shares of Innovator US Equity Ultra Buffer ETF January worth $11.9K as of Q2 2026.
  • WealthShield Partners sold 366 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $16.3K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #323 holding.
  • WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
  • WealthShield Partners's Innovator US Equity Ultra Buffer ETF January position peaked at $135K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.